Creating and Using Projects in AT (draft)

Creating and Using Projects in AT (draft)

In projects, you can use tasks instead of or in addition to tickets. We don't need to add a ticket. Each task can have resources, checklists and service calls just like a ticket. 


You can associate previously created tickets with a project. 


Predecessor tasks: Can't do a task until Predecessor task is complete.  (Added to project task.)


Milestones: Set up in contract. Link to project. 

Calendar Items: links to user's calendar. Don't have to use it. 



To save a project as a template: Options> Save as Project Template. 

We can create WF rules for tasks and projects. 



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